Module 1: Introduction to Travel Planning

• Welcome & Intro

• What a Travel Planner Is (and Isn’t) & How It’s Different From a Travel Agent

• Tools You’ll Need To Launch Your Travel Planning Business

Module 2: The Travel Planning Process (Step-by-Step)

• How to Get Clear on Your Client’s Goals, Budget, and Style

• Sample Intake Form and Questionnaire

• The Top Research Tools for Travel Planners

• How To Handle Destinations You Haven’t Visited

• Creating Optionality: Budget vs High-End & “Choose Your Own Adventure” Itineraries

• Managing Timelines, Expectations, and Boundaries

Module 3: Pricing, Packages, and Delivering Your Service

• How to Price Your Services (Hourly vs Package vs Per-Day)

• Tiered Packages (Basic Planning, Premium Add-Ons, VIP Concierge-Like Options)

• How to Communicate Value (Especially If You’re Not Booking for Them)

• Client Contracts, Terms, and Deposits

• How To Deliver Your Clients’ Itineraries

• Travel Planner Automation Tools For Saving Time

Module 4: Creating a Wow-Worthy Client Experience

• AI vs Human Content: Why Your Voice Matters

• How to Organize Your Trip Plans Beautifully

• How to Handle Discovery Calls Like a Pro

• Tools For Creating Beautiful Itineraries (Canva, Notion Templates, & Travefy)

• Branding Your Client Experience (Personalized Touches, Surprises, Added Value)

• How To Land Repeat Clients & Gain Referrals (Email Templates & More)

• Surprise & Delight Strategies

• Thank You Packages That Spark Referrals

• Client Follow-Up Templates & Processes

Module 5: Marketing Your Services (Website, SEO, Social, and More)

• Website Structure: What Pages You Really Need

• How To Create Blog Post Content That Gets Readers and Clients (SEO for Travel Planners)

• Using Pinterest to Promote Your Trip-Planning Services

• Facebook Groups vs. Pages: How to Use Both for Your Travel Planning Business

• Short-Form Visibility: TikTok, YouTube Shorts, and Reels

• Using Email Newsletters to Nurture and Gain More Clients

• Using Flipboard to Grow Your Client Base

• How To Run Paid Ads on Facebook to Get More Clients

• How to Use Your Blog (If You Have One) to Bring in Planning Clients

Module 6: Optimizing Your Website for Conversions

• How To Use Your Website As A Billboard

• Creating a “Work With Me” Page that Converts

• High-value Freebies That Turn Readers Into Clients

• Client Inquiry Systems (Forms, Booking Platforms, CRM tools)

• Booking Flow: How to Make It Smooth

Module 7: Additional Income Streams for Travel Planners

• Affiliate Marketing as a Planner (How To Use Your Links Inside Client Itineraries)

• Top Converting Affiliate Programs You Can Join Today

• Turning Your Blog + Email List into Passive Income

• Monetizing Your Newsletter with Sponsorships

• Making Money From Display Ads (When It’s Worth It and When It’s Not)

• Upsells & Add-On Services to Increase Average Client Value

Module 8: Real Talk & Scaling Tips

• Managing Multiple Clients Efficiently

• Hiring Support: VA or Building a Small Team

• Automation and Outsourcing

• Testimonials and Case Studies: How to Ask, Use, and Share Them

• Long-Term Vision: Digital Products & Group Trip Planning

• Package Pricing Calculator & Example Service Packages

• Client Intake Form Template

• Sample “Work With Me” Page Template

• Freebie Opt-In Ideas and Templates

• Client-Planner Process Email Templates

• Affiliate Links and Booking Hub Set-Up Guide

• Client Welcome Packet Template

• Client Anniversary Calendar

• Raise Your Rates Toolkit

• 2026 Quarterly Goal Planner

• Services Agreement Template

• Terms of Service Template

• Your Role & Responsibilities as a Travel Planner

• Legal Basics for Client Work

• Legal & Business Protections as You Grow

• Step-by-step walkthrough to get your website live in a single day, even if you’re not tech-savvy ➜ normally $37, FREE for students!